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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,954 | $154,228+136.0% | $145,433+150.3% | $137,256+165.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.80% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $7,219 | $4,804+50.3% | $4,554+58.5% | $4,156+73.7% |
| Participant deferral / active EE | $7,919 | $8,216-3.6% | $7,897+0.3% | $6,407+23.6% |
| Admin fee / account holder | $3,521 | $14,344-75.5% | $13,129-73.2% | $12,270-71.3% |